Coal presents an especially good opportunity, says the analyst. China is rapidly consumingcoal and iron ore, but they’re also two commodities in shortest supply. China’s demand is also such that coal can’t be produced quickly enough to cover it. [What Commodity ETFs Are All About.]

A similar rosy outlook for the platinum market is forecast, too. Last year, the group of six metals known as the platinum group metals (PGMs) outperformed gold and this year should bring more of the same, says Wong Eng Soon for the Business Times. A pickup in global auto demand, tight mine supply growth and more demand for investment are seen as being the primary drivers of any gains. [10 ETFs Advisors Like Most.]